Setting Batch Permissions for Workflows

As described in the previous topic, Setting Workflow Permissions, workflow permissions can be set manually, for an individual workflow. However, it is possible to set batch permissions for workflows, at the folder level.

The permission on a folder can apply to entire user groups or individual users, and it applies to all content in that folder.

Note: This feature was introduced in Orchestrator 3.0.1, but the folder permissions can be applied retroactively to upgrades of product implementations prior to v. 3.0.1.

The following steps describe the process of setting permissions on a folder that contains workflows (including sub-folders).

  1. Click Workflows.
  2. On the Workflow Design page, click the More menu icon (to the right of the folder on which you need to set permissions) and click Set permissions.
  3. In the Set Permissions dialog, set the desired permissions on the folder.
    There are two sections where you can edit folder permissions:
    • Group Level Permissions allow you to add a permission to an entire group. Select a group, select the access level, and click Allow Group. Click the revoke button to remove an existing permission.
    • User Level Permissions allow you to add access for an individual user. Select a user, select the access level, and click Allow User. Click revoke to remove an existing permission.

    Below are descriptions of the three permission types: view, edit, run, and all.

    Folder Permissions
    Permission Type Description / Scope
    view Cam view top level of folder contents only; can't view sub-folders. Can't add or edit content.
    edit Can add and update folder contents and can view all workflows in the folder.
    run Allows the user or group to execute the workflow. This option allows you to monitor workflow statistics in your user dashboard.
    all Can view all levels of content in the folder (including contents of subfolders), and has full edit and run permissions. A user that creates a folder automatically has all permssion on that folder; members of the group Developer also have this permission.
  4. Close the dialog to return to the Workflow Design page.